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T•••••• P•••• BENEFIT GROUP, INC., CRD 301282
FREDERICK, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| M••• K••••••• T•••••• | n/a | FREDERICK, MD | 7 | 32 | 2 | no |
| B•••••• A•••••• G•••••• | n/a | FREDERICK, MD | 7 | 11 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| K••••• J•••• T••••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 04/2024 | May 13, 2024 | Dec 26, 2024 |
| T••••••• M•••• K••••••• | PRESIDENT & SHAREHOLDER | E | yes | 01/1994 | Apr 17, 2019 | Dec 26, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CAMP HILL | Pa | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 3 | -3 | 20.0% | 0 | 0 | 0 | 6 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $339M | $383M | -11.4% | $238M | 12.5% | 23 | 25 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | 2 | Nov 4, 2025 | Oct 31, 2025 | FREDERICK, MD | Team lift out | RIA to ibd | 13.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•• A•••••••• L•• | 3 | Mar 27, 2024 | Aug 4, 2023 | CAMP HILL, PA | Firm absorbed | Other | 100.0% |
| C•••••••• I••••••••• R••••••• A•••••••• I••• | 6 | Jul 23, 2019 | Jan 3, 2025 |
| no |
| M•••••• J•••• G••• | n/a | FREDERICK, MD | Camp Hill, PA | 3 | 16 | 3 | no |
| J••••••• P••• G••• | n/a | Camp Hill, PA | FREDERICK, MD | 3 | 14 | 2 | no |
| J•••• D••••• G••• | Certified Financial Planner|Chartered Financial Consultant | Camp Hil, PA | FREDERICK, MD | 3 | 32 | 3 | no |
| E••• D••••• T•••• | n/a | FREDERICK, MD | Camp Hill, PA | 2 | 11 | n/a | no |
| K••• A••••• L•••••• | Certified Financial Planner | FREDERICK, MD | 2 | 31 | 3 | no |
| R••• M•••••• | n/a | FREDERICK, MD | 2 | 12 | n/a | no |
| T••••• J••••• P•••••• | n/a | FREDERICK, MD | 1 | 38 | 2 | no |
| W•••••• J••• H••• | Certified Financial Planner | FREDERICK, MD | 1 | 20 | 2 | no |
| C•••• S• M••••••• | Chartered Financial Consultant | Covington, LA | FREDERICK, MD | 1 | 30 | 9 | no |
| D•••• D• S•••••••• | n/a | FREDERICK, MD | 0 | 10 | n/a | no |
| D••• L•••• G•••••• | n/a | Portland, OR | FREDERICK, MD | PORTLAND, OR | 0 | 29 | 7 | no |
| C•••• S••••• M••••••• | n/a | FREDERICK, MD | Covington, LA | 0 | 12 | n/a | no |
| C•••• A• G••••• | n/a | FREDERICK, MD | 0 | 12 | n/a | no |
| $339M |
| $339M |
| 23 |
| 15 |
| 2 |
| n/a |
| n/a |
| 2024 | Mar 17, 2025 | $383M | $383M | 25 | 16 | 2 | n/a | n/a |
| 2023 | Mar 19, 2024 | $310M | $310M | 19 | 15 | 1 | n/a | n/a |
| 2022 | Mar 15, 2023 | $238M | $238M | 17 | 13 | 1 | n/a | n/a |
| 2021 | Mar 21, 2022 | $234M | $234M | 15 | 11 | 0 | n/a | n/a |
| 2020 | Mar 18, 2021 | $186M | $186M | 14 | 10 | 0 | n/a | n/a |
| 2019 | Feb 19, 2020 | $162M | $162M | 14 | 10 | 0 | n/a | n/a |
| FREDERICK, MD |
| Team lift out |
| Ibd to new firm |
| 0.2% |